Part 6/13:
Despite some reports of a 17.8% decline in China’s Tesla deliveries in November, deeper analysis shows a different story. The data includes both local deliveries and exports, and Tesla’s wholesale numbers reveal a positive trend—particularly when viewed in year-to-date comparisons. Tesla’s European markets are also expected to record a record quarter, bolstered by ongoing production at Giga Berlin.
The key takeaway is that focusing solely on one month or a partial dataset can lead to misunderstandings. The full picture shows Tesla maintaining a robust delivery schedule across regions, with overall numbers pointing toward continued growth.